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Disclosery

Phoenix Financial Ltd.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Financial Ltd. on PEP, newest first. How the timeline and the estimate are built.

Phoenix Financial Ltd. held 56,404 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,404 shares
    Change vs previous 13F -157 shares

    0.05% of the 13F portfolio, value $7,669,525.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,561 shares
    Change vs previous 13F +3,687 shares

    0.08% of the 13F portfolio, value $8,781,598.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,874 shares
    Change vs previous 13F -1,325 shares

    0.08% of the 13F portfolio, value $7,604,216.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 54,199 shares
    Change vs previous 13F +21,426 shares

    0.09% of the 13F portfolio, value $7,613,989.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,773 shares
    Change vs previous 13F +3,970 shares

    0.06% of the 13F portfolio, value $4,325,456.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,803 shares
    Change vs previous 13F -2,365 shares

    0.07% of the 13F portfolio, value $4,331,808.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,168 shares
    Change vs previous 13F +2,659 shares

    0.06% of the 13F portfolio, value $4,747,540.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,509 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,855,957.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).